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NiSource
NI

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$18K – – –
RFA
402
Reilly Financial Advisors
California
$16K +$7.2K +279 +83%
FGC
403
Financial Gravity Companies
Texas
$16K +$15.3K +592 New
QAM
404
QCI Asset Management
New York
$15K – – –
VCM
405
Versant Capital Management
Arizona
$15K +$6.27K +243 +68%
GAM
406
Gemmer Asset Management
California
$14K – – –
WT
407
Whittier Trust
California
$14K +$8.49K +329 +152%
EWM
408
Executive Wealth Management
Michigan
$14K +$14.2K +550 New
HCM
409
Hilton Capital Management
New York
$13K – – –
LNB
410
Ledyard National Bank
$13K – – –
NSIM
411
North Star Investment Management
Illinois
$13K – – –
PCTC
412
Perkins Coie Trust Company
Washington
$13K – – –
PCP
413
Proficio Capital Partners
Massachusetts
$13K – – –
GRP
414
Global Retirement Partners
California
$13K +$3.66K +142 +37%
CFD
415
Creative Financial Designs
Indiana
$12K +$26 +1 +0.2%
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K +$11.5K +445 New
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$1.57K -61 -13%
LFA
418
Legacy Financial Advisors
Kentucky
$11K – – –
BBA
419
Braun-Bostich & Associates
Pennsylvania
$10K – – –
CHC
420
City Holding Co
West Virginia
$10K – – –
DSI
421
Daiwa SB Investments
Japan
$10K – – –
GTAM
422
Global Trust Asset Management
Florida
$10K – – –
WANY
423
Wealthspire Advisors (New York)
New York
$10K +$10.5K +407 New
AOWM
424
Alpha Omega Wealth Management
Virginia
$9K -$10.4K -404 -53%
FHA
425
First Horizon Advisors
Tennessee
$9K -$6.78K -263 -41%
15 16
17
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